IFP Advisors’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
33,663
+875
| +3% | +$19.3K | 0.02% | 681 |
|
|
2025
Q1 | $723K | Buy |
32,788
+2,350
| +8% | +$51.8K | 0.02% | 639 |
|
|
2024
Q4 | $656K | Buy |
30,438
+28,988
| +1,999% | +$625K | 0.02% | 646 |
|
|
2024
Q3 | $32.7K | Buy |
1,450
+725
| +100% | +$16.3K | ﹤0.01% | 1918 |
|
|
2024
Q2 | $15.6K | Hold |
725
| – | – | ﹤0.01% | 2174 |
|
|
2024
Q1 | $15.7K | Hold |
725
| – | – | ﹤0.01% | 2079 |
|
|
2023
Q4 | $16K | Hold |
725
| – | – | ﹤0.01% | 2003 |
|
|
2023
Q3 | $15.1K | Hold |
725
| – | – | ﹤0.01% | 2078 |
|
|
2023
Q2 | $15.9K | Hold |
725
| – | – | ﹤0.01% | 2121 |
|
|
2023
Q1 | $18.4K | Sell |
725
-2,457
| -77% | -$62.2K | ﹤0.01% | 2055 |
|
|
2022
Q4 | $84K | Sell |
3,182
-67
| -2% | -$1.77K | ﹤0.01% | 1860 |
|
|
2022
Q3 | $86K | Buy |
3,249
+1,823
| +128% | +$48.3K | ﹤0.01% | 1971 |
|
|
2022
Q2 | $40K | Hold |
1,426
| – | – | ﹤0.01% | 2323 |
|
|
2022
Q1 | $40K | Buy |
1,426
+203
| +17% | +$5.69K | ﹤0.01% | 2323 |
|
|
2021
Q4 | $31K | Buy |
1,223
+10
| +0.8% | +$253 | ﹤0.01% | 1725 |
|
|
2021
Q3 | $31K | Buy |
1,213
+7
| +0.6% | +$179 | ﹤0.01% | 1739 |
|
|
2021
Q2 | $31K | Sell |
1,206
-680
| -36% | -$17.5K | ﹤0.01% | 1731 |
|
|
2021
Q1 | $49K | Sell |
1,886
-992
| -34% | -$25.8K | ﹤0.01% | 1477 |
|
|
2020
Q4 | $76K | Buy |
2,878
+9
| +0.3% | +$238 | ﹤0.01% | 1266 |
|
|
2020
Q3 | $76K | Buy |
2,869
+8
| +0.3% | +$212 | ﹤0.01% | 1122 |
|
|
2020
Q2 | $76K | Buy |
+2,861
| New | +$76K | 0.01% | 1032 |
|
|
2019
Q1 | – | Sell |
-78
| Closed | -$2K | – | 3268 |
|
|
2018
Q4 | $2K | Buy |
78
+25
| +47% | +$641 | ﹤0.01% | 3140 |
|
|
2018
Q3 | $1K | Buy |
53
+1
| +2% | +$19 | ﹤0.01% | 3677 |
|
|
2018
Q2 | $1K | Sell |
52
-568
| -92% | -$10.9K | ﹤0.01% | 3717 |
|
|
2018
Q1 | $16K | Hold |
620
| – | – | ﹤0.01% | 2536 |
|
|
2017
Q4 | $16K | Buy |
620
+2
| +0.3% | +$52 | ﹤0.01% | 2534 |
|
|
2017
Q3 | $16K | Buy |
618
+576
| +1,371% | +$14.9K | ﹤0.01% | 2727 |
|
|
2017
Q2 | $1K | Sell |
42
-22
| -34% | -$524 | ﹤0.01% | 3906 |
|
|
2017
Q1 | $2K | Sell |
64
-157
| -71% | -$4.91K | ﹤0.01% | 3656 |
|
|
2016
Q4 | $6K | Buy |
221
+13
| +6% | +$353 | ﹤0.01% | 3185 |
|
|
2016
Q3 | $6K | Buy |
208
+5
| +2% | +$144 | ﹤0.01% | 3130 |
|
|
2016
Q2 | $6K | Buy |
+203
| New | +$6K | ﹤0.01% | 3039 |
|